Foster Victor Wealth Advisors LLC Boosts Stock Position in Invesco QQQ $QQQ

Key Points

• Foster Victor Wealth Advisors LLC increased its Invesco QQQ holding by 121.4% in Q4, buying 40,439 shares to own 73,749 shares valued at $45.818 million, making QQQ its 2nd largest position (~2.7% of assets).
• QQQ is trading higher (opened at $637.40) with a 52-week range of $427.93–$637.83 and 50/200-day moving averages of $600.04/$610.11, and it recently paid a quarterly dividend of $0.7328 (annualized $2.93, yield ~0.5%).
• Sentiment is mixed: ETF inflows and institutional options activity signal concentrated demand for QQQ, but macro headwinds—Fed balance‑sheet tightening, rising PPI/energy prices and geopolitical tensions—could pose downside risk to the growth‑heavy index.

Foster Victor Wealth Advisors LLC raised its position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) by 121.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 73,749 shares of the exchange traded fund's stock after acquiring an additional 40,439 shares during the quarter. Invesco QQQ makes up approximately 2.7% of Foster Victor Wealth Advisors LLC's holdings, making the stock its 2nd largest position. Foster Victor Wealth Advisors LLC's holdings in Invesco QQQ were worth $45,818,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Goodman Advisory Group LLC bought a new stake in Invesco QQQ during the 3rd quarter valued at approximately $25,000. Shcp LLC bought a new stake in Invesco QQQ during the 3rd quarter valued at approximately $27,000. Navigoe LLC boosted its position in Invesco QQQ by 300.0% during the 3rd quarter. Navigoe LLC now owns 60 shares of the exchange traded fund's stock valued at $36,000 after acquiring an additional 45 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new stake in Invesco QQQ during the 3rd quarter valued at approximately $40,000. Finally, PayPay Securities Corp lifted its holdings in shares of Invesco QQQ by 78.9% during the third quarter. PayPay Securities Corp now owns 68 shares of the exchange traded fund's stock valued at $41,000 after purchasing an additional 30 shares during the last quarter. 44.58% of the stock is owned by institutional investors.

Trending Headlines about Invesco QQQ

Here are the key news stories impacting Invesco QQQ this week:

• Positive Sentiment: Institutional options accumulation and a surge in hedged volatility trades point to concentrated demand for QQQ and increased probability of big moves that benefit the ETF’s liquidity and trading interest. One Member Turned Volatility Into 536% in a Day…
• Positive Sentiment: ETF flow reports show QQQ among top daily inflows, supporting price action by adding long-term and short-term buyer demand into Nasdaq‑100 exposure. Daily ETF Flows: QQQ SMH Top The List
• Positive Sentiment: Analysis highlighting “smart money” redeploying capital into select assets suggests active rotation into winners; if that includes mega‑cap tech, it supports QQQ’s rally potential. Smart Money Is Deploying Fresh Capital
• Neutral Sentiment: The market rebound narrative — labeled by some as complacency — helps risk assets short term but raises the chance of sharp reversals if new information (inflation, geopolitics) arrives. Market Rebounds As Investor Complacency Reigns
• Neutral Sentiment: Pre‑market updates and daily ETF notes show mixed intraday positioning for QQQ, indicating short‑term volatility rather than a clear trend. Invesco QQQ Trust ETF (QQQ) Daily Update 4/15/2026
• Negative Sentiment: Focus on shrinking the Fed’s balance sheet (and a potentially more hawkish Fed stance if Warsh is confirmed) raises liquidity/headwind risks for equities — a direct negative for QQQ’s growth‑heavy index. With Warsh Confirmation Pending Focus Reverts To Shrinking Fed Balance Sheet
• Negative Sentiment: Rising PPI and energy price spikes plus ongoing Middle East tensions (Strait of Hormuz/blockade coverage) increase inflation and risk‑off pressure — typically unfavorable for large cap tech exposure concentrated in QQQ. PPI Jumps By Over 6% Month-To-Month Annualized...

Invesco QQQ Trading Up 1.4%

QQQ stock opened at $637.40 on Thursday. The firm has a 50 day moving average price of $600.04 and a 200-day moving average price of $610.11. Invesco QQQ has a 52-week low of $427.93 and a 52-week high of $637.83.

Invesco QQQ Cuts Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were issued a dividend of $0.7328 per share. This represents a $2.93 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Monday, March 23rd.

About Invesco QQQ

PowerShares QQQ Trust, Series 1 is a unit investment trust that issues securities called Nasdaq-100 Index Tracking Stock. The Trust's investment objective is to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Trust provides investors with the opportunity to purchase units of beneficial interest in the Trust representing proportionate undivided interests in the portfolio of securities held by the Trust, which consists of substantially all of the securities, in substantially the same weighting, as the component securities of the Nasdaq-100 Index.

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